AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.7B
AUM Growth
+$1.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,336
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$17.6M
3
+$15.7M
4
AAPL icon
Apple
AAPL
+$12.5M
5
CIEN icon
Ciena
CIEN
+$12.2M

Top Sells

1
+$65.5M
2
+$13.7M
3
+$11.8M
4
XL
XL Group Ltd.
XL
+$10.3M
5
GE icon
GE Aerospace
GE
+$9.73M

Sector Composition

1 Technology 18.84%
2 Financials 16.86%
3 Healthcare 14.01%
4 Consumer Discretionary 9.98%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4.12M 0.02%
108,748
-4,497
752
$4.12M 0.02%
305,444
-48,498
753
$4.11M 0.02%
234,272
+48,189
754
$4.11M 0.02%
22,609
-418
755
$4.11M 0.02%
215,523
-5,539
756
$4.1M 0.02%
106,538
+2,386
757
$4.08M 0.02%
233,452
-79,892
758
$4.08M 0.02%
100,031
-21,016
759
$4.07M 0.02%
22,921
+2,463
760
$4.06M 0.02%
89,854
+2,076
761
$4.06M 0.02%
67,831
+5,594
762
$4.04M 0.02%
264,559
-7,629
763
$4.04M 0.02%
21,984
+787
764
$4.01M 0.02%
148,543
-15,285
765
$4M 0.02%
29,233
+981
766
$3.99M 0.02%
19,452
+2,645
767
$3.97M 0.02%
32,533
-149
768
$3.96M 0.02%
14,874
+740
769
$3.95M 0.02%
88,183
-819
770
$3.94M 0.02%
165,880
+64,220
771
$3.93M 0.02%
53,897
+1,557
772
$3.93M 0.02%
116,775
-6,210
773
$3.92M 0.02%
45,993
+3,081
774
$3.9M 0.02%
37,231
-690
775
$3.9M 0.02%
123,046
+3,855
29 30
31
32 33